Wealth Management


ADVISORY

Advisory mandates are suitable for those who wish to keep full control over investment decisions. In a nutshell, we suggest, you decide. The process begins with:

  • A complete assessment of your goals and situation. Understand your financial values and goals, your key relationships, existing assets, other professional advisors, preferred process and main interests.
  • Establishment of short-term and long-term investment objectives. Define objectives for your portfolio according to your preferences, risk tolerance, cash flow requirements and investment time frames.
  • Planning your asset allocation. Asset allocation is the first investment decision. During this part of the process, we help you decide how much of your portfolio to invest in each asset class (domestic and foreign).
  • Building your portfolio. Selection of investment vehicles to implement your portfolio strategy. Three main principles underpin these decisions: the importance of diversification, access to liquidity and the value of remaining invested.


Key benefits :


  • A clear view of your investment goals and expected returns that you fully understand
  • A portfolio tailored to your needs, objectives and risk tolerance
  • Well-organised and flexible decision process for investments, implementation and reporting
  • Professional risk monitoring and proactive advice on opportunities and/or risks
  • Trustful partnership to maintain discipline throughout economic cycles.
DISCRETIONARY

Lyra Capital’s discretionary approach is an effective Asia-oriented investment strategy that aims to identify high-performing asset classes and trends on an absolute return basis.


Discretionary mandates are designed for investors who wish to have a portion of their assets managed by Lyra Capital’s team of specialists focusing on Asian markets. Adopting our discretionary approach means that, having agreed upon the strategy you want to follow (conservative, moderate or aggressive), you delegate day-to-day investment decisions to us.


A few factors that make Lyra Capital different:

  • Location: As an Asia-based manager, Lyra Capital has better access and understanding of local markets, domestic inputs and local news than managers located elsewhere. Proximity with selected investments is our standard, even in emerging & frontier markets.
  • Asset Allocation Process: The process employed by Lyra Capital to build optimal portfolios in the Asia-Pacific region is sound and well-structured, leveraging on extensive research, advanced analytics and local knowledge. We create effective portfolios, providing the greatest expected return for a given level of risk to enhance the performance of the chosen strategy.


Key benefits :


  • Strengthen your stake in Asia-Pacific markets while remaining globally diversified
  • Access investment specialists with long-standing, successful track records and solid investment philosophy for your Asian exposure
  • Distance yourself from index tracking in markets where opportunities and market timing enable you to outperform representative benchmarks
  • Operate with a strong risk-controlling and disciplined investment team acting on your behalf.


Family Office & Fund Management


As a licensed fund management company in Singapore, Lyra Capital proactively assists institutional investors, fund managers and UHNW clients/family offices with tailor-made investment solutions.

FUND MANAGERS

  • We provide comprehensive architectural and legal framework to enable you to manage your fund from Singapore under the umbrella of Lyra Capital.
  • We help you choose your jurisdiction of registration, obtain appropriate legal advice and select custodians, brokers, fund administrators and auditors, allowing you to focus entirely on investment decisions.

 

FAMILY OFFICES & PRIVATE CLIENTS

  • In collaboration with clients, we set up and manage white-label funds fully owned by a single family or a group of families.
  • Lyra Capital offers straightforward, hassle-free and cost-efficient consolidated reporting, administrative support, audit preparation, on-going risk monitoring and strategy/position research services, not to mention NAV calculations and personalised fact-sheets.

 

TRUSTEES & ADMINISTRATORS

  • Lyra Capital supports trustees in the servicing and administration of trust funds: evaluate investment portfolios, manage underlying investments, monitor overall performances, and help them to exercise their statutory duty of care.
  • We provide necessary advice with transparent information, helping you to assess the suitability of Trust investments and practically implement them.

 

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Wealth Structuring & Relocation


Lyra Capital helps you identify the most suitable tax and wealth transmission plans and assists you with their implementation. Should you decide to change fiscal residence, we will organise every step of your international relocation.

We offer comprehensive advice on:

  • Understanding and analysing your global situation
  • Devising and implementing a strategy to suit you, both in terms of your lifestyle and financials
  • Ensuring tax optimisation across jurisdictions, generations and asset classes
  • Organising trust settlements, foundations and companies
  • Ensuring a cost-efficient process, and
  • The evolution of your situation and any adjustments to consider.
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Other Services


We also offer the following services:

  • Lending: Lyra Capital is not issuing loans directly but will support clients to access asset-backed finance facilities, trade finance facilities and commercial and residential mortgages, as well as aircraft and vessel funding.
  • Banking: In conjunction with Wealth Management, we outsource access to money, credit cards, debit cards, transfers etc. with no connection to your main assets.
  • Research: Lyra Capital offers customised intelligence on markets, macroeconomics and trends by filtering and linking research from third party specialists to that of our in-house experts for in-depth analysis and unbiased investment reviews to our clients.
  • Philanthropy: We provide the services of an independent philanthropic program to help you define your philanthropic vision and find the perfect vehicles for your donations.
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